We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Shepherd Kaplan Krochuk
3626
Shepherd Kaplan Krochuk
Massachusetts
$165M +$3.69M +2% 2.27% 38.5% 295 29.83% 1.7
AMI Investment Management
3627
AMI Investment Management
Indiana
$165M -$2.34M -1% 2.96% 47.9% 54 1.85% 2.9
QAM
3628
Quantres Asset Management
Cayman Islands
$165M +$5.83M +4% 2.53% 11% 262 71.76% 0.3
Investors Research Corp
3629
Investors Research Corp
Georgia
$164M +$2.75M +2% 1.72% 62.1% 357 12.61% 0.2
Delphi Management
3630
Delphi Management
Massachusetts
$164M -$11.2M -6% 3.95% 111% 93 21.51% 2.1
Bodenholm Capital
3631
Bodenholm Capital
Sweden
$164M -$41.9M -20% 2.9% 86% 8 62.5% 0.4
LJHT
3632
Laurie J. Hall Trustee
$164M -$11.4M -6% 1.44% 105% 364 4.67% 2.2
Pacific Center for Financial Services
3633
Pacific Center for Financial Services
California
$164M +$753K +0.5% 1.28% 60.1% 327 4.28% 1.2
SYM Financial Corp
3634
SYM Financial Corp
Indiana
$164M -$56.7M -26% 6.28% 56% 83 39.76% 0.2
Retirement Income Solutions
3635
Retirement Income Solutions
Michigan
$164M -$6.57M -4% 0.98% 60.8% 79 25.32% 0.2
WESPAC Advisors
3636
WESPAC Advisors
California
$164M +$56M +52% 0.92% 112% 173 47.4% 0.8
Guinness Atkinson Asset Management
3637
Guinness Atkinson Asset Management
California
$164M +$331K +0.2% 1.93% 132% 64 12.5% 3.3
CSA
3638
Cottage Street Advisors
Massachusetts
$164M -$4.65M -3% 0.81% 95.8% 94 11.7% 1.8
Stevens First Principles Investment Advisors
3639
Stevens First Principles Investment Advisors
California
$164M -$22.2M -12% 1.07% 44% 201 24.88% 2.6
Cumberland Advisors
3640
Cumberland Advisors
Florida
$163M -$17.5M -10% 0.59% 73.5% 45 15.56% 1.6
Kellner Capital
3641
Kellner Capital
New York
$163M +$37.2M +29% 10.4% 390% 38 57.89% 0.4
MBA
3642
McQueen Ball & Associates
Pennsylvania
$163M -$3.57M -2% 1.87% 53.6% 115 14.78% 1.7
Athyrium Capital Management
3643
Athyrium Capital Management
New York
$163M -$5.75M -3% 0.12% 25.1% 4 0% 0.3
LeJeune Puetz Investment Counsel
3644
LeJeune Puetz Investment Counsel
Michigan
$163M -$316K -0.2% 1.57% 64.1% 154 5.84% 1.2
Globe Life
3645
Globe Life
Texas
$163M -$1.37M -0.8% 1.31% 60.1% 1 0% 1.3
Sterling Investment Advisors (Pennsylvania)
3646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$163M +$1.51M +0.9% 0.24% 97.5% 395 14.94% 1
U.S. Global Investors (USGI)
3647
U.S. Global Investors (USGI)
Texas
$163M -$56.7M -26% 0.92% 151% 148 43.24% 0.7
Pacific Edge Advisors
3648
Pacific Edge Advisors
California
$163M +$21.4M +15% 0.93% 31.3% 41 43.9% 0.1
venBio Partners
3649
venBio Partners
California
$162M +$61.5M +61% 16.8% 564% 4 25% 0.2
Highland Private Wealth Management
3650
Highland Private Wealth Management
Washington
$162M -$87M -35% 0.79% 19% 171 85.96% 0.4